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The Advisor Delta™
Worldsource Wealth Management
17 episodes
5 days ago
The Advisor Delta™ is your essential guide to mastering the wealth management industry. Hosted by Wai-Ke Kim, VP of Practice Management at Worldsource Wealth Management, this podcast delivers expert advice, actionable insights, and innovative strategies to grow and elevate your practice. Join industry leaders for interviews, thought-provoking roundtables, and quick-fire 'Ask Me Anything' Q&A sessions, as we cover everything from emerging trends to leadership development. The Advisor Delta™ is more than just a podcast—it's a partner in your success. We aim to provide high-value industry insights while building a community of like-minded professionals who can learn from each other’s’ experiences. Start listening today and unlock the tools, strategies, and inspiration you need to elevate your wealth practice with The Advisor Delta™. For more episodes and insights, don’t forget to subscribe and visit us at www.worldsourcewealth.com. And remember, together, we can take your practice to the NextLevel™.
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Investing
Business,
Entrepreneurship
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All content for The Advisor Delta™ is the property of Worldsource Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Advisor Delta™ is your essential guide to mastering the wealth management industry. Hosted by Wai-Ke Kim, VP of Practice Management at Worldsource Wealth Management, this podcast delivers expert advice, actionable insights, and innovative strategies to grow and elevate your practice. Join industry leaders for interviews, thought-provoking roundtables, and quick-fire 'Ask Me Anything' Q&A sessions, as we cover everything from emerging trends to leadership development. The Advisor Delta™ is more than just a podcast—it's a partner in your success. We aim to provide high-value industry insights while building a community of like-minded professionals who can learn from each other’s’ experiences. Start listening today and unlock the tools, strategies, and inspiration you need to elevate your wealth practice with The Advisor Delta™. For more episodes and insights, don’t forget to subscribe and visit us at www.worldsourcewealth.com. And remember, together, we can take your practice to the NextLevel™.
Show more...
Investing
Business,
Entrepreneurship
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Smarter prompts, smarter practice | AI tools for advisory teams
The Advisor Delta™
8 minutes
3 months ago
Smarter prompts, smarter practice | AI tools for advisory teams

Looking to integrate AI into your practice but unsure where to start? This episode of The Advisor Delta™ offers a grounded, compliance-aware introduction to artificial intelligence in the advisory space. Artificial intelligence is no longer a far-off future—it's here and reshaping how advisors work. Listen to gain actionable strategies for using AI to support email writing, client education and operational efficiency—plus how to build a “prompt library” your whole team can use.

The Advisor Delta™
The Advisor Delta™ is your essential guide to mastering the wealth management industry. Hosted by Wai-Ke Kim, VP of Practice Management at Worldsource Wealth Management, this podcast delivers expert advice, actionable insights, and innovative strategies to grow and elevate your practice. Join industry leaders for interviews, thought-provoking roundtables, and quick-fire 'Ask Me Anything' Q&A sessions, as we cover everything from emerging trends to leadership development. The Advisor Delta™ is more than just a podcast—it's a partner in your success. We aim to provide high-value industry insights while building a community of like-minded professionals who can learn from each other’s’ experiences. Start listening today and unlock the tools, strategies, and inspiration you need to elevate your wealth practice with The Advisor Delta™. For more episodes and insights, don’t forget to subscribe and visit us at www.worldsourcewealth.com. And remember, together, we can take your practice to the NextLevel™.